CRM Features

Main Features of Lead Management

Main Features of Lead Management
  • Build any number of customer enquiry web form without any programming
  • Easily add your web forms to a web page hosted at CreateBot or any other hosting company
  • Use customizable business workflows to setup notifications via email or SMS when customers enquire
  • Use the Customer Report Generator to dice and slice your customer database

Integrated Customer Database

Integrated Customer Database
  • Grow your customer database every time your customers enquire or interact with your website
  • Keep a history of all past customer enquiries
  • Allow customers to view their past enquiries via secure "member only" areas 
  • Allow customers to keep their details updated via secure "member only" areas  
  • View on a per customer basis details on every action they've taken on your site
  • Customize and extend the Customer Database to suit your business

Web Form Builder

Web Form Builder
  • Build customer enquiry web forms without any programming
  • Add any number of custom fields to your web form to suit your business
  • Automatically captures and populates every enquiry in your customer database
  • Use built-in business workflow framework to automate follow-up, set reminders and escalation rules. Choose to be notified via email and/or SMS.
  • Report on web form submissions including custom fields and easily export to Microsoft Excel
  • Allow customers to upload files within web forms
  • Allow real-time credit card processing within web forms, e.g. process donations 
  • Allow refer-a-friend functionality within web forms
  • Add Image Verification to web forms to stop spam submissions by bots
  • Allow customers to subscribe to one or more campaign lists within web form 
  • Automatically subscribe customer to a Secure Zone upon submission of a web form
  • Easily add web form to any web page hosted at GB or elsewhere
  • Customize the landing page customers see after submitting an enquiry
  • Customize auto responder email sent to customers after they make an enquiry

Lead Management Reporting

Lead Management Reporting
  • Sophisticated customer reporting framework.
  • Filter on any system or custom field
  • Save any report and run later
  • Export any report to Microsoft Excel for further analysis

Web Apps

Web Apps
  • A framework to create any type of content, e.g. job listings, real-estate listing, a car catalogue etc using a point-n-click approach
  • Create any number of web apps (web applications)
  • Use various modules to easily publish web apps on your website, e.g. all web apps, latest web apps, random web app, web apps within a classification and so forth
  • Allow customers to search within any web app on your site. The system will generate a search form that matches the schema of your web app.
  • Allow customers to submit, edit and delete web app items via your website. Optionally you can be notified when they do.
  • Make any web app item secure
  • Easily share and syndicate any web app items using RSS
  • Allow customers to submit comments on any web app item
  • Report on web apps and drill down to see item usage
  • For faster management use Import feature to manage your entire web app catalogue of items from a single Excel file

Bookings

Bookings
  • Allow customers to book into events
  • Automatically manage capacity
  • Use inbuilt follow-ups framework to remind attendees of upcoming events
  • Collect payments with bookings
  • Customize the landing page customers see after booking
  • Customize auto responder email sent to customers after they make a booking
  • Sophisticated customer report generator to allow to generate and save booking-related reports

POP Email

POP Email
  • POP3 email. Use with Outlook, Thunderbird or any other popular email program
  • Web mail interface
  • Unlimited Aliases for each mailbox
  • Catch-all address
  • Out of Office Auto Responder
  • Mail Forwarding